Long Beach, CA, 90806, USA
22 hours ago
Investment Portfolio Associate
Description We are offering a permanent employment opportunity for an Investment Portfolio Associate in Long Beach, California. This role is primarily focused on the financial industry, where the successful candidate will utilize mathematical and statistical methods to evaluate data and influence investment decisions. Responsibilities: • Utilize mathematical models to analyze market trends and asset pricing • Identify potential investment risks and devise strategies to manage them • Provide informed guidance to assist in making optimal investment decisions • Perform stress tests on investment portfolios to ensure stability and profitability • Select investments based on specific ratio analysis • Leverage expertise in ETFs, Bonds, Mutual funds, and Stocks to optimize portfolio performance • Utilize Accounting Software Systems and Enterprise Resource Planning (ERP) tools to manage accounting functions • Handle Accounts Payable (AP) and Accounts Receivable (AR) functions • Conduct regular bank reconciliations to ensure financial accuracy • Perform Auditing tasks to ensure compliance and accuracy in financial reporting. Requirements • Proficiency in Accounting Software Systems is a must for this role. • Experience with ADP - Financial Services is highly desirable. • Familiarity with CaseWare will be advantageous. • Knowledge of Concur is expected from the candidate. • Proficiency in ERP - Enterprise Resource Planning is essential. • Ability to carry out Accounting Functions effectively is required. • Experience with Accounts Payable (AP) is necessary. • Proficiency in handling Accounts Receivable (AR) is expected. • Experience in Auditing is crucial for the role. • Expertise in Bank Reconciliations is required. Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more. Robert Half will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
Confirm your E-mail: Send Email